Geller Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Geller Advisors LLC

  • $1.51 Billion
  • Q4 2024

A detailed history of Geller Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Geller Advisors LLC holds 367,037 shares of IWD stock, worth $75.2 Million. This represents 4.49% of its overall portfolio holdings.

Number of Shares
367,037
Previous 388,498 5.52%
Holding current value
$75.2 Million
Previous $73.7 Million 7.85%
% of portfolio
4.49%
Previous 5.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$183.23 - $199.79 $3.93 Million - $4.29 Million
-21,461 Reduced 5.52%
367,037 $67.9 Million
Q3 2024

Nov 15, 2024
BUY
$173.36 - $189.8 $1.44 Million - $1.58 Million
8,316 Added 2.19%
388,498 $73.7 Million
Q2 2024

Aug 13, 2024
BUY
$169.4 - $179.05 $5.76 Million - $6.09 Million
34,019 Added 9.83%
380,182 $66.3 Million
Q1 2024

May 14, 2024
SELL
$161.84 - $179.11 $7.92 Million - $8.77 Million
-48,939 Reduced 12.39%
346,163 $62 Million
Q4 2023

Feb 14, 2024
SELL
$143.69 - $165.7 $7.52 Million - $8.67 Million
-52,322 Reduced 11.69%
395,102 $65.3 Million
Q3 2023

Nov 13, 2023
SELL
$151.73 - $163.56 $948,160 - $1.02 Million
-6,249 Reduced 1.38%
447,424 $67.9 Million
Q2 2023

Aug 09, 2023
BUY
$148.55 - $157.83 $12,626 - $13,415
85 Added 0.02%
453,673 $71.6 Million
Q1 2023

May 12, 2023
SELL
$145.2 - $161.56 $296,062 - $329,420
-2,039 Reduced 0.45%
453,588 $69.1 Million
Q4 2022

Feb 14, 2023
BUY
$136.78 - $158.99 $19.6 Million - $22.8 Million
143,332 Added 45.9%
455,627 $69.1 Million
Q3 2022

Nov 10, 2022
SELL
$135.99 - $161.15 $14.1 Million - $16.8 Million
-103,998 Reduced 24.98%
312,295 $42.5 Million
Q2 2022

Aug 10, 2022
BUY
$140.99 - $168.41 $58.7 Million - $70.1 Million
416,293 New
416,293 $60.4 Million

Others Institutions Holding IWD

# of Institutions
1,991
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Geller Advisors LLC Portfolio

Follow Geller Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geller Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geller Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email